Collection Points > FTP Server

Create a New FTP Server Collection Point

Click on COLLECTION > POINTS in the Navigation Bar. This brings you to the “Collection Points” screen.
Select FTP Server, and click NEW.
This brings you to the “FTP Server Collection Points” screen. Here, you enter information about your FTP Server Collection Points.

The table below describes the fields, and those on the screen that are marked with a red asterisk are required.

Name: This is the name for the Collection Point. For example, “KMBS FTP.” Required.

Description: A description of the Collection Point. For example, “Communications FTP Site.”

FTP Server: Choose the FTP Server that you want to establish as a Collection Point from the drop down menu. For example, “KM FTP.” Required.

File Path: Include the specific path to the folder on the FTP site which you want to set as a collection point. Required For example, "communication/manny/uploads".

Enable Filtering: Check to enable Filtering.

Filter: Set file names and/or extensions for filtering.

For example, *.jpg will only pull files with a .jpg extension.

Account Information: Choose the account that you want to access from the drop down menu. Required.

Login: The login name for the account that you selected. This field will fill automatically when you select an account.

Add to Group(s): You can add this point to an existing group at this point without having to access Collection Groups.

Scan for Bar Code: Check this box to tell DocuBreeze to look for bar coded files when using this point.

Use the selections provided to look for the bar code on only the first page or anywhere in the scanned document.
Multiple bar codes found in a single file with "All Pages" selected will be treated as separate documents with separate processes.
Bar code processes found will override any other task process.

A sample completed “FTP Server Collection Points” screen looks like the one shown here. Click SAVE to establish the Collection Point

For information about creating Collection Groups, click here.

For Information about using Collection Points and Groups, click here.

Edit or Delete an FTP Server Collection Point

Select COLLECTION > POINTS > FTP SERVER > EDIT/DELETE.
You are brought to the “Search” screen. Enter criteria for the FTP Server to be defined and click SEARCH.
Select the collection point you would like to edit from the list displayed by clicking on its link.
Edit: To Edit the collection point, change any information and resave. The only information that cannot be changed is the name. Click SAVE to save your changes.
Delete: To Delete the collection point, click DELETE.
Conflicts that may prevent you from deleting the collection point are identified on screen in red text, and must be resolved before you can delete the Collection Point.